Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,788,746
+$247,170 QoQ
Shares Held
29,615
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#773
of 2,052 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BRADY FAMILY WEALTH, LLC holds $2,505,280 across 3 Banks - Regional names. USB ranks #1 (71.4% of the industry book) .
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788,746 | 29,615 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,541,576 | 29,640 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,580,950 | 29,628 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,432,307 | 29,636 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,620,221 | 35,806 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,579,196 | 37,404 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,789,128 | 37,406 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,761,702 | 38,524 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,543,416 | 38,877 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,636,645 | 36,614 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,584,048 | 36,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,380,255 | 41,750 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $598,189 | 18,105 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $703,515 | 19,515 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $786,070 | 18,025 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||